Second-Stage Estate Planning

Published on February 18, 2026

A fascinating session at Heckerling.

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AE Wealth Names Former Osaic Exec As New President

February 18, 2026
The Topeka, Kan.-based firm appointed industry veteran Shannon Larson to help achieve its ambitious goal of reaching $250 billion in managed assets by 2035.

Ending the Shirtsleeves Proverb

February 18, 2026
Start by asking your clients why they want to pass on their wealth.